Our Process
“Transformation is a process, and as life happens there are tons of ups and downs. It's a journey of discovery - there are moments on mountaintops and moments in deep valleys of despair.” ~ Rick Warren
At Ten Talents, we start with a disciplined approach designed to help our clients build their financial security one step at a time. The financial plan we build with our clients utilizes key areas of financial planning to construct a dynamic strategy that is customized according to each of our client's unique needs.
- Defining the Client-Advisor Relationship
- Collect Data, Determine Expectations and Prioritize Goals
- Analyze and Evaluate Financial Status
- Developing the Plan Recommendations
- Implementing the Plan
- Monitor Progress and Make Adjustments
*Process indicated above is only for those clients that are engaging in a fee for service financial plan. De
pending on your needs you may have other steps included in the process or may not have all the steps referenced above included.